Purchases and Sales Made in Q1 2025 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q1 2025. The information is specifically focused on institutions that hold shares of Moelis & Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
7.83KNew |
$453K - $635K
|
7.83K
$515K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.8K+ 39.08% |
$452K - $633K
|
27.8K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.57KNew |
$438K - $615K
|
7.57K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.52K+ 166.03% |
$436K - $611K
|
12.1K
$793K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
7.07KNew |
$409K - $574K
|
7.07K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
6.72KNew |
$389K - $546K
|
6.72K
$442K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
6.32K+ 12.19% |
$366K - $513K
|
58.2K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
6.29KNew |
$364K - $511K
|
6.29K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
6.27KNew |
$363K - $509K
|
6.27K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.11K+ 14.32% |
$354K - $496K
|
48.7K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
6KNew |
$347K - $487K
|
6K
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.73KNew |
$332K - $465K
|
5.73K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.59KNew |
$324K - $454K
|
5.59K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.56K+ 15.64% |
$322K - $452K
|
41.1K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
5.55KNew |
$321K - $450K
|
5.55K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.41K+ 213.29% |
$313K - $439K
|
7.95K
$523K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.11K+ 15.23% |
$296K - $415K
|
38.7K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5.01KNew |
$290K - $406K
|
5.01K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5KNew |
$289K - $406K
|
5K
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.92K+ 1.39% |
$285K - $400K
|
358K
$23.5M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.72K+ 30.92% |
$274K - $384K
|
20K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.61KNew |
$267K - $374K
|
4.61K
$303K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.56KNew |
$264K - $370K
|
4.56K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.35K+ 44.6% |
$252K - $353K
|
14.1K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.27KNew |
$247K - $347K
|
4.27K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.26K+ 12.78% |
$247K - $346K
|
37.6K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.16K+ 39.89% |
$241K - $338K
|
14.6K
$961K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.11K+ 7.12% |
$238K - $334K
|
61.9K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4K+ 9.56% |
$232K - $325K
|
45.8K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.98KNew |
$231K - $323K
|
3.98K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.79KNew |
$219K - $308K
|
3.79K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 26.17% |
$206K - $288K
|
17.1K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.53K+ 33.11% |
$204K - $286K
|
14.2K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.44K+ 123.06% |
$199K - $279K
|
6.23K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.41K+ 35.54% |
$197K - $277K
|
13K
$855K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.12K+ 4.74% |
$181K - $253K
|
68.9K
$4.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.97K+ 7.67% |
$172K - $241K
|
41.7K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.87K+ 6.04% |
$166K - $233K
|
50.4K
$3.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.83KNew |
$164K - $230K
|
2.83K
$186K
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
2.72K+ 0.63% |
$158K - $221K
|
432K
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.6K+ 29.65% |
$150K - $211K
|
11.3K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.29K+ 5874.36% |
$133K - $186K
|
2.33K
$153K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.28K+ 32.61% |
$132K - $185K
|
9.26K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.13KNew |
$123K - $173K
|
2.13K
$140K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.02K+ 4.86% |
$117K - $164K
|
43.5K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.02K+ 7.56% |
$117K - $164K
|
28.7K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 60.5% |
$110K - $154K
|
5.03K
$331K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.84KNew |
$107K - $150K
|
1.84K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.84K+ 4.57% |
$106K - $149K
|
42.1K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.82K+ 12.1% |
$106K - $148K
|
16.9K
$1.11M
|